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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$58.32
Change+$0.25 (+0.43%)
VolumeN/A
Net Assets58M
Vanguard Mid Cap Index Investor
Price$74.87
Change+$0.23 (+0.31%)
VolumeN/A
Net Assets185.28B
STRGX vs VIMSX Comparison Chart
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STRGX vs. VIMSX commentary
Jun 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STRGX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. STRGX (58M). VIMSX pays higher dividends than STRGX: VIMSX (1.40) vs STRGX (0.64). STRGX was incepted earlier than VIMSX: STRGX (53 years) vs VIMSX (27 years). STRGX (0.89) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. STRGX (4.89). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 12.19 vs. STRGX (-8.07). VIMSX return over 5 years is better than : 71.01 vs. STRGX (7.98).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 53 years | 27 years | - |
| Gain YTD | 0.554 | 3.626 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58M | 185B | 0% |
| Annual Yield % from dividends | 0.64 | 1.40 | 46% |
| Returns for 1 year | -8.07 | 12.19 | -66% |
| Returns for 3 years | -11.64 | 39.69 | -29% |
| Returns for 5 years | 7.98 | 71.01 | 11% |
| Returns for 10 years | 4.35 | 117.05 | 4% |
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